Semiconductor News & Analysis Feed
7480 articles
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Software/NasdaqGS:MSFT
NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Global inflation, shifting central bank policies and uneven consumer trends are pushing many investors to focus on quality first. In this setting, stocks with high return on equity, resilient past performance and solid ba
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Just Nearly Doubled Its Most Important Growth Target, Confirming Its Place as a Key AI Stock
Daniel Sparks, The Motley Fool
June 26, 2026 5 min read
QCOM
-3.12%
NVDA
-1.39%
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Qualcomm (NASDAQ: QCOM) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest c
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Qualcomm (
QCOM
3.04%
) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest case yet. The company nearly doubled its target for non-handset revenue in fiscal 2029, raising the goal to about $40 billion from $22 billion. And for the first time, it put hard numbers behind its data center ambitions, calling
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Micron delivered one of the best quarters of performance I have seen in my many years covering the stock market.
Micron (
MU
5.68%
) reported revenue and profits that beat expectations.
*Stock prices used were the afternoon prices of June 24, 2026. The video was published on June 26, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,0
2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-27
digitimes.com
2026-06-27
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply global foundry and OSAT customers, ETNewsand Yonhapreported.
2026-06-27
digitimes.com
2026-06-27
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could have a lifecycle of only about two years.
2026-06-27
digitimes.com
2026-06-27
MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.
2026-06-27
www.pbs.org
2026-06-27
PBS
Apple's new entry-level Mac laptop, the MacBook Neo is on display during an event in New York City, March 4, 2026. Photo by Shannon Stapleton/Reuters
Apple increases prices for Macs and iPads, blaming memory chip shortage fueled by AI
By — Barbara Ortutay, Associated Press
Economy Jun 26, 2026 7:50 PM EDT
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip
2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Micron has signed agreements locking in record-high memory prices with major customers through 2030
Micron has locked in 16 non-cancellable agreements through 2030 with $22 billion in deposits, and the RAMpocalypse, it seems, has a five-year contract.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 26, 2026 6:40 PM CDT
2-minute read time
TL;DR: Micron has secured 16 non-cancellable agr
2026-06-27
www.asiae.co.kr
2026-06-27
아시아경제
__fail__
2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Valve engineers claim release cadence for future Steam Machine versions will be shorter than the Steam Deck
Valve engineers claim that the release cycle between the Steam Machine and the Steam Machine 2 will be shorter than between the Steam Deck and Steam Deck 2.
VIEW GALLERY - 3
Aaron Klotz
Tech Reporter
Published Jun 26, 2026 5:45 PM CDT
2-minute read time
TL;DR: Valve engineers state future
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Dominari Securities CEO Kyle Wool and Strategic Wealth Partners CEO Mark Tepper analyze the market, including Micron's blowout earnings driving the Nasdaq rally and A.I. infrastructure, on ‘Mornings with Maria.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
Semiconductor by Gorodenkoff via Shutterstock
ON Semiconductor (ON) cratered on June 26 after the company signed a definitive agreement to buy San Jose-headquartered edge-AI and connectivity specialist Synaptics (SYNA).
The announcement of this all-stock transaction shaved billions off ON’s market cap and pushed it decisively below its 20-day and 50-day moving averages (MAs), indicating shiftin
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
The $7 Billion Reason ON Semiconductor Stock Is Down Today
Wajeeh Khan
June 26, 2026 2 min read
ON
-3.60%
SYNA
-5.65%
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ON Semiconductor (ON) cratered on June 26 after the company signed a definitive agreement to buy San Jose-headquartered edge-AI and connectivity specialist Synaptics (SYNA).
The announcement of this all-stock transaction shaved billi
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Stocks making big moves this week: Qualcomm, Accenture, 10x Genomics, Seagate, and Lattice Semiconductor
Petr Huřťák
June 26, 2026 2 min read
ACN
+4.74%
TXG
-0.10%
QCOM
-3.12%
STX
-10.38%
LSCC
-6.68%
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Check out the companies making headlines this week:
Qualcomm (NASDAQ:QCOM): Wireless chipmaker Qualcomm (NASDAQ:QCOM) fell by 4.7% on Wednesday after a
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
www.law360.com
2026-06-27
Law360
A Law360 subscription puts you at the center of fast-moving legal issues, trends and developments so you can act with speed and confidence. Over 200 articles are published daily across more than 60 topics, industries, practice areas and jurisdictions.
Lawyers are generally happy being lawyers, but nonequity partners and associates told Law360 Pulse that several aspects of their job leave them fee